Financial advisors in Victor, NY

64 advisors · page 2 of 3

David Green
Financial advisor at Ever Green Wealth Management, LLC
Ever Green Wealth Management, LLC · $80.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Gwynn
Financial advisor at Flfs Advisory LLC
Flfs Advisory LLC · $161.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Piano
Financial advisor at Piano Wealth Management
Piano Wealth Management · $50.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Deanna Sekovski
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dominick Lapenna
Financial advisor at &Partners
&Partners · $30.27B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Emily Mangus
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
James O'brien
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Wester
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Roth
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
Verified
View page Check on SEC IAPD ↗
John Summers
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Spacher
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kirk Dougherty
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Louis Giuliano
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Temperato
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Martha Jesse
Financial advisor at Prosperity Advisory Group LLC
Prosperity Advisory Group LLC · $216M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Piaseczny
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Pitti
Financial advisor at The Pitti Group Wealth Management, LLC
The Pitti Group Wealth Management, LLC · $374.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Conley
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Miguel Fernandez
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nancy Woolver
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nathan Elvers
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nathan Vanbrunt
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nick Twentyfive
Financial advisor at Flfs Advisory LLC
Flfs Advisory LLC · $161.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nikolas Sirvent
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Peter Newman
Financial advisor at Elevatus Wealth Management, LLC
Elevatus Wealth Management, LLC · $513.4M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Philip McEvoy
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Randal Engelbrecht
Financial advisor at Ever Green Wealth Management, LLC
Ever Green Wealth Management, LLC · $80.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Walker
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Gwynn
Financial advisor at Flfs Advisory LLC
Flfs Advisory LLC · $161.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sean Hantes
Financial advisor at The Pitti Group Wealth Management, LLC
The Pitti Group Wealth Management, LLC · $374.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Victor, NY

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

Browse every state at Find an advisor.

Financial advisors in Victor, NY.

How this list works

Before you hire an advisor in Victor, NY